Executive Assistant for an Advisory Firm in Australia (Home Based Full Time)

Category: Financial Services Location: Sydney New South Wales Australia Manage and maintain Pipedrive CRM records accurately Prepare, send, and track proposals, quotes, and engagement letters Manage e-signature documentation and ensure timely completion Follow up clients regarding pending approvals and documentation Monitor and manage the sales pipeline Assist with operational workflow management and process improvements Support administrative coordination across both businesses Create Canva templates and assist with light social media content Keep business owner organised and accountable with priorities and follow-ups DetailsOriginally posted on Himalayas